17/4/2023 (Re)inventing the nation on the centenary of the Turkish Republic: A Rhetorical Political Analysis of Erdogan’s ‘Vision for a Century of Türkiye’Read Now by Arife Köse
History is the subject of a structure whose site is not homogeneous, empty time, but time filled by the presence of the now [Jetztzeit].
- Walter Benjamin - On 28 October 1923, dining with his friends, Mustafa Kemal Atatürk, is said to have declared ‘Gentlemen! We are going to announce the Republic tomorrow.’ The next day, he proclaimed the following law: ‘The form of government of the Turkish state is the republic.’[1] Once the law passed by the Turkish Parliament later the same day, the State of Türkiye as republic, which is now a century old, came into being. From one perspective, that date—29 October 1923—is just a place on the calendar, ‘chronos’, or quantitative time. However, as Benjamin argued, calendars are also ‘monuments of historical consciousness,’[2] marking out moments of what rhetoricians call ‘kairos’—measuring not quantity of time but a quality of timely action. Kairos points to the ‘interpretation of historical events’ because it is about the significance and meaning assigned to them.[3] It is also about the opportunity to be grasped now for action that cannot be grasped under different conditions or situations. Thus, kairos always has an argumentative character since the significance given to historical events are always contested and temporarily decontested in specific ways. In this respect, due to the significance and meaning assigned to it, the foundation of the Turkish Republic can be understood as a moment when ‘chronos is turned into kairos’.[4] Now, 100 years since its foundation, the country’s incumbent President Recep Tayyip Erdoğan is seeking to create a moment of kairos again, using it to reinvent the idea of ‘Turkishness’ itself and to turn it into a time of action in the service of continuity of his rule. This is a rhetorical act that requires ideological analysis. In this article, I examine how Erdoğan fulfils such a rhetorical act through Rhetorical Political Analysis (RPA) of the speech he delivered on 28 October 2022. This speech was intended to set forth his vision for the future of the country on the day that the Turkish Republic entered its centenary and was entitled a ‘Vision for a Century of Türkiye’. I will begin by providing some historical and theoretical background, followed by a rhetorical analysis of his political thinking around the centenary. My argument is not only that his ideological thinking shapes his actions but also his understanding of Turkishness in the context of the centenary is shaped by his strategic action, aiming at winning the elections in Türkiye in 2023 and consolidating his and his party’s leadership position in the future. Background As 29 October 2023 marks the centenary of the foundation of the Turkish Republic, Erdoğan, as both President of Türkiye and leader of the Justice and Development Party (AKP), delivered a speech on 28 October 2022 to set out the ‘Vision for a Century of Türkiye’. The gathering was held in the capital Ankara, in Ankara Sports Hall which accommodates 4,500 people. 11 political parties were invited to the event. The only party that was not invited was the People’s Democratic Party (HDP), the Kurdish-led, left-wing party which has been denounced by Erdoğan as a ‘terrorist’ entity due to its alleged connection with PKK, the Kurdish paramilitary organisation. Alongside the political parties, AKP Members of Parliament, mayors, party members, and supporters were invited to the event—as well as some artists, NGOs, academics, and journalists (unusually including notable dissident journalists). The event, at which Erdoğan spoke for 1 hour 40 minutes, lasted 2 hours overall.[5] Like the morphological approach to ideological analysis pioneered by Michael Freeden,[6] rhetorical approaches to ideologies start from the position that political ideologies are ubiquitous, and a necessary part of political life. However, unlike morphological analysis, they focus on ideological arguments rather than ideological concepts, on the grounds that ideologies are ‘shaped by and respond to external events and externally generated contestation from alternative ideologies’.[7] Accordingly, Alan Finlayson suggests using RPA to analyse ideologies, in order to pay attention not only to the semantic and structural configuration of ideologies but also to political action, such as the strategies that political actors develop to intervene in specific situations. Further, RPA focuses on the performative aspect of political ideologies by drawing attention to how performativity becomes part of the morphology of the ideology in-question through foregrounding specific political concepts.[8] Alongside the concepts provided by the rhetorical tradition, RPA also draws on kinds of proof classically categorised as ethos, pathos and logos.[9] Whereas ethos indicates appeal to the character of the speaker with whom the audience is invited to identify, pathos is about appeal to the emotions. Lastly, logos indicates appeal to reason by political actors in their attempt to have the audience reach particular conclusions by following certain implicit or explicit premises in their discourse. Overall, RPA commits to the analysis of politics ‘as it appears in the wild’.[10] The rhetorical situation Analysis of political speeches begins with the analysis of the rhetorical situation, since every political speech is created and situated in a particular context. In this respect, every political speech, alongside its verbal manifestation, performs an act by intervening in a particular situation.[11] Those situations are characterised by both possibilities and restrictions for the orator, and it is one of the primary characteristics of skilled orators to know how to employ the opportunities and overcome the restrictions embedded in the situation. In such situations, political ideologies are not only deployed by political actors to intervene in and shape the situation, but they are also shaped through the act of intervention when addressing the challenges or trying to persuade others of a particular action. In the case of Erdoğan’s ‘Vision for a Century of Türkiye’ there are two exigencies: first, for him, it is a moment of kairos to be grasped and put in the service of his strategic aim of winning the upcoming presidential and parliamentary elections in 2023. For this, evidently, he needs to prove to the people beyond his supporters that he is the leader of the whole country who can carry it into the future. Thus, it is an opportunity for him to amplify his rule as President of Türkiye, which is a position that he gained as a result of regime change in Türkiye 2017. On 16th April 2017, Turkish voters approved by a narrow margin constitutional amendments which would transform the country into a presidential system. This was followed by the re-election of Erdoğan as the President of the country on 24 June 2018 with the support of MHP (Nationalist Movement Party). Since then, AKP and MHP work together under the alliance called People’s Alliance. The new system has been widely criticised on the grounds that it weakens the parliament and other institutions and undermines the separation of powers through politicisation of the judiciary and concentration of executive power in a single person. Overall, this has led to an increasingly authoritarian governance.[12] The second exigency for Erdoğan is the enduring economic crisis from which the country has been suffering since June 2018. In that year, as a result of Erdoğan’s insistence on lowering interest rates, Türkiye experienced an economic shock, resulting in a dramatic loss in the value of Turkish Lira against Dollar. Since then, three Turkish Central Bank governors have been successively dismissed by Erdoğan. For example, in March 2021, Erdoğan fired then governor Naci Ağbal after he hiked the interest rates against Erdoğan’s persistence on not increasing them no matter what. Erdoğan replaced him with Şahap Kavcıoğlu, known for his loyalty to Erdoğan. Such a move made the economic situation in Türkiye even worse. One of the economic commentators in the Financial Times wrote, ‘Erdoğan’s move leaves little doubt that all the power in Türkiye rests with him, and this will result in rate cuts. This will simply make Türkiye’s inflation problem even worse.’[13] The overall consequence of this turmoil has been rising prices as the Lira collapsed and wages remained stagnant, causing a dramatic drop in people’s purchasing power. By August 2022, according to research, 69.3 percent of the Turkish population were struggling to pay for food.[14] In November 2022, after Erdoğan delivered the ‘Vision for a Century of Türkiye’, the inflation rate reached 85.5%.[15] Erdoğan had to address these two exigencies while he was under heavy criticism not only from international actors and his national opponents but also from the rank and file of his own party about Türkiye’s economy and democracy. His leadership has also been weakening for some time. Erdoğan’s loss in the two big municipalities—Ankara and Istanbul—in the local elections in 2019 exposed the myth that he is a leader who never loses an election. This was the context in which the ‘Vision for a Century of Türkiye’ event was held. It was a kairological moment for Erdoğan, where he attempted to reinvent Turkishness and decontest its meaning through an ideological speech-act manifested through various rhetorical moves to position him and his party as the only option in the upcoming elections. The arrangement of the speech Political speeches are significant for the analysis of ideologies not only because of what political leaders say but also because they provide us with the opportunity to observe how the political leader in-question, the nation, and the audience are positioned both in the speech and on the stage. Therefore, paying attention to the arrangement of the speech is as important as the text of the speech. ‘Vision for a Century of Türkiye’ begins with a performance including video clips with narrations, dance performances, songs, and poems. The decoration of the hall can also be thought of as part of this performance. This part of the event can be considered as what is called the ‘prologue’ of the speech in the rhetorical tradition and is also part of ideological analysis. The second part of the event consists of Erdoğan’s speech, where he begins by saluting people in the hall and then praising the Republic and those who fought in the War of Salvation for five minutes. He talks for 35 minutes about the significance of the AKP in the context of the centenary by explaining what it has achieved so far. Following this, he drones on about his party’s achievements by marshalling the services provided by the AKP under his leadership, which lasts for about 20 minutes. After that, he talks about his promises for the ‘Century for Türkiye’ for 20 minutes. In the closing section of the speech, he asks everyone in the hall to stand up and take a nationalist oath with him by repeating his words: ‘One nation, one flag, one homeland, one state! We shall be one! We shall be great! We shall be alive! We shall be siblings! Altogether we shall be Türkiye!’ In sum, the whole speech consists of two main parts of which the first is about glorifying the Turkish nation and the second part is primarily concerned with the AKP and Erdoğan himself. The speech is therefore arranged in a way which conflates the nation with AKP and Erdoğan and argues for an indispensable bond between them. History without contingency The event begins with a narration by a male presenter accompanied by sentimental music, speaking about the ‘limitless’ and ‘mystical’ universe that operates with self-evident ‘balance’ and ‘order’. We are told that all we do is ‘to find our place within this universe’, and ‘whatever we do, do it right’. Then, around 25 people representing different age groups, genders, and occupations stage a dance performance, embodying the Turkish nation: comprised of a variety of people yet performing the same movements harmoniously under the same flag. In this part, first and foremost, the Turkish nation is situated in its place in time and history. We only hear a narration without seeing the actual person speaking and this narration is accompanied by a video show. The voice asks us to commence history with ‘the moment that the horizon was first looked at’; with the moment that ‘the humanity became humanity’. Within this transcendental history whose origin is undeterminable, the beginning of the Turkish nation is also rendered ambiguous. We are told: If you are asked when this journey began, your response should be ready: When the love of the homeland began! Thus, the origin of Turkish nation is situated into a self-evident kairos without chronos as if its existence is free from the contingent flow of events throughout history. This arrest of contingency is further amplified through the topos of a ‘nation who always does the right thing’: You had forty paths, and maybe forty horses too. If you had not chosen the right thing, you would not have been able to arrive at your homeland, today, now. You chose the right thing even if it was the hard one. Moreover, according to the narration, Turkish nation is a nation which acts now through considering the future; thus, its now is always oriented to the future: You have always envisaged tomorrow. Your history has been written with your choices. Hence, the future also means you. Here we see a nation that always knows what it is doing, always does the right thing and has the power to shape history through the choices it makes. Its actions are always determined by its vision for the future and its future is not contingent but is destiny; a ‘journey’ with its own telos. Then, the narrator asks, ‘when does the future begin?’ and adds, ‘this is the biggest question. The most important question is where the future begins.’ But, this time, we are not left in ambiguity. We are told that it begins ‘here,’ ‘today,’ ‘now’. Strikingly, today is only meaningful as a point of beginning of the future. Hence, our present is also arrested by both our past and our future. We do not have the right to choose our own kairos—our right time for action for a future that is designated by us—but are destined to conform to the already designated kairos for us within, again, already designated chronos: our possibility to have alternative ‘now’ and alternative ‘future’ is taken from us. The ethos of Turkishness Such an articulation of transcendental Turkishness with time and history is amplified with the further delineation of the ethos of the nation. Accordingly, for Erdoğan, the Turkish nation consists of ‘siblings’ who are united under and through the same ‘crescent’—the crescent on the Turkish flag. This is a nation who has the courage and strength to challenge the entire world. Connoting the lyrics of Turkish National Anthem, the lyrics of one of the songs that performed in the event reads: Who shall put me in chains Who shall put me in my place. Then the song continues by saying: There is no difference between us under the crescent We are not scared of coal-black night We are not scared of villains Nevertheless, nowhere in the speech are we told who those ‘villains’, or people who want to ‘put us in chains’ are. Although they cannot stop us from our way, we are expected to consider their existence when we act. Here, we see the manifestation of the ethos of Turkishness through its association with the concepts of freedom, understood as sovereignty, and the Turkish flag. Türkiye is presented as a nation where differences between its members perish under the uniting power of the Turkish flag, and when acting, it always prioritises the protection of its sovereignty. Furthermore, it is argued, the most definitive characteristic of the Turkish nation is that it never stops; it is always in motion, walking towards the future. Thus, the current Turkish Republic constitutes just a small part of its ‘thousand years of life’ so far. However, the Republic is important because it proves what the Turkish nation is capable of: it can achieve the unachievable, and it can overcome the toughest obstacles. But Turkish nation’s ambitions cannot be limited to the current Republic, and no matter how much it suffers now it must keep moving towards the future. In his speech, Erdoğan also uses the metaphor of a bridge, which can be thought together with this topos of ‘nation in motion’. He says, ‘We will raise the Turkish Century by strengthening the bridge we have built from the past to the future with humanistic and moral pillars’. Here, the ‘bridge’ signifies the uninterrupted continuity between past and future built by Erdoğan and his party, where the present is only characterised as a transition point in the ‘journey’ of the Turkish nation towards the future. The performative construction of Turkishness is also accompanied by its articulation with its state, flag and homeland which are the core concepts of Erdoğan’s nationalism that he summaries with the motto ‘one nation, one flag, one state, one homeland.’ For example, in the middle of the hall, there is a huge sundial hanging from the roof, and there is a huge star and crescent on the floor under it that represent the Turkish flag and the homeland. Furthermore, there are 16 balls hanging around the sundial, representing the 16 states founded by Turks throughout history. In Erdoğan’s political thinking, ‘one nation’ signifies indivisible community where the nation is characterised by its ethnic and religious origins- namely being a Turkish and Sunni Muslim. ‘One flag’, on the other hand, signifies the Turkish flag, consisting of red representing the blood of martyrs killed in the Turkish War of Independence, and the white crescent and the star representing the independence and the sovereignty of the country. While ‘one homeland’ represents the land of Türkiye, ‘one state’ signifies the powerful and united Turkish state. The role of the Justice and Development Party (AKP) So far, we have been told who we are, where we are coming from and where we are going, and now, the stage is Erdoğan’s. Erdoğan’s speech consists of three points: situating his party and himself within the history of the Republic by explaining what they have done so far, emphasising his role in this process, then, explaining his promises for the next ‘Century for Türkiye’. For Erdoğan, the AKP is the guarantee of continuity between the past and the future. Accordingly, after beginning his speech by praising Atatürk and the people who fought in the War of Independence, he continues by saying: Of course, there were good things initiated in the first 80 years of our Republic, some of which have been brought to a conclusion. However, the gap between the level of democracy and development that our country should have attained and where we were was so great. Then AKP came into power, his story goes on, and ‘made Türkiye bigger, stronger and richer’ despite all the ‘coup attempts’ and ‘traps’. It was the AKP who actualised ‘the most critical democratic and developmental leap with common sense, common will and common consciousness going beyond all types of political or social classifications’ by including everyone who has been oppressed and discriminated in Türkiye, from Kurds to Jews. Hence, we are told, it is the AKP who will build the Century for Türkiye through the ‘bridge that it establishes from the past to the future’. The ethos of Erdoğan Erdoğan also positions himself as the leader who has brought Türkiye up to date and, thus, the person who can take it into the future. Erdoğan claims that today he is there as a ‘brother’, ‘politician’, and ‘administrator’, as someone who has devoted all his life to the service of his country and the nation. He emphasises that he is there with the confidence that stems from his ‘experience’ in running the country. He then situates himself within other significant or founding leaders in Turkish history by saying, I am here, in front of you with the claim of representing a trust stretching out from Sultan Alparslan to Osman Bey, from Mehmet the Conqueror to Sultan Selim the Stern, from Abdulhamid Han to Gazi Mustafa Kemal. Thus, he is not only one of the leaders in the 100 years of the Turkish Republic but is part of a line of leaders beginning with Sultan Alparslan who led the entrance of Turks to Anatolia with the Battle of Malazgirt in 1071. Moreover, for him, We are at such a critical conjuncture that, with the steps that we take, we are either going to take our place in the forefront of this league or we are going to be faced with the risk of falling back again. This is the task awaiting the leader, one that is so crucial and important that it cannot be undertaken by just any leader. It requires, first and foremost, experience. As proof of his and his party’s level of experience and ability to undertake big and important tasks, he reels off a lengthy list of services provided by the AKP under his leadership in the last 20 years. He gives detailed figures from education, health, transportation, sport etc., such as how AKP has increased the number of classrooms from 343,000 to 612,000, or the number of airports in the country from 26 to 57, or the gross domestic product from 40 billion Lira to 407 billion Lira. Thus, he seeks to close the debate around his way of governance and leadership by depoliticising the discussion through relying on inarguable statistics. Then, he again draws attention to the experience when at the same time emphasising the inexperience of the opposition in running the country and warns, ‘if we do not continue our way by putting one work on top of another one, it is inevitable that we are going to vanish’. Consequently, as happened during the process that led to the independence of Türkiye and the foundation of the Turkish Republic 100 years ago, we are put in a position of choosing between two options, this time presented by Erdoğan: either we are going to do the right thing, or we are going to disappear. Concepts of the ‘Vision for a Century of Türkiye’ Then, Erdoğan moves onto explaining the ‘spirit’, ‘philosophy’, and ‘essence’ of the ‘Vision for a Century of Türkiye’ that he suggests as a vision for future not only to Türkiye but to the entire world and humanity. He summaries the Vision with 16 core concepts—namely, sustainability, tranquility, development, values, power, success, peace, science, the ones who are right, efficiency, stability, compassion, communication, digital, production, and future. At the core of those 16 concepts lies the claim and promise to make Türkiye a great regional and global power. Such an assertion consists of two dimensions: first, liberal economic developmentalism, which has a prominent place in the Turkish neoliberal conservative political tradition and is structured around the adjacent concepts such as growth, progress, investment, and enhancing competitive power. For example, Erdoğan says, We will make Türkiye one of the largest global industrial and trade centres by supporting the right production areas based on advanced technology, with high added value, wide markets, and increasing employment. According to Erdoğan, the second dimension of making Türkiye great consists of security and stability. For him, Türkiye has become a global and regional power under his rule thanks to the stability and security guaranteed by the presidential system that came into force in 2017. The continuation of this power, he argues, depends on the maintenance of this security and stability, which is also the guarantee for a continuously prosperous economy and the provision of more work and service to the country. When doing this, for him, we are also responsible for the protection of the values belonging to the whole of humanity—not only the Turkish nation—thus we will also ensure ‘cultural and social harmony’. When considered together with the whole speech, this section conforms with Erdoğan’s understanding of Turkishness articulated with himself and his party. According to the reasoning that we are asked to follow throughout the event, instead of being occupied with the present infrastructural problems of the country that have led to the deterioration of the economy and democracy, our thinking and actions must always be future-oriented. In this respect, for example, what matters is not the present economic situation but the economy in the future as presented in the Vision. We might be starving and struggling to continue our daily lives yet still we should continue growing, competing with our rivals, and building bridges and airports. And such a shining future cannot be arrived through change and but only through security and stability ensured by the leadership of the ‘right man’. Then, he makes a call to ‘everybody’ to contribute to the ‘Century for Türkiye’, to ‘discuss’ it, to ‘put forward proposals’, and to ‘create’ and ‘build’ the vision for a Century of Türkiye together. However, it is not clear how people are to contribute to the ‘Vision for a Century of Türkiye’ when our past, present, and path to the future are turned into a destiny where we are not agents but prisoners. In fact, such a tension between the closure and opening of the political space can be witnessed throughout the whole speech. For example, Erdoğan says, Today we have come together for the promise of strengthening the first-class citizenship of the 85 million, except the ones committing hate crimes, crimes of terror and crimes of violence. Here, he draws his antagonistic boundaries around who is included and excluded from the nation. When doing this, he uses tellingly vague terms such as ‘crimes of terror’, which can potentially include anyone depending on how far the definition of ‘terror’ becomes stretched. However, despite this, he promises ‘to put aside all the discussions and divisions that have polarised our country for years and damaged the climate of conversation that is the product of our people's unity, solidarity and brotherhood’. This should be understood as part of his effort to secure his existence in the future of the country as the leader of the whole nation, yet still seeking to do this by persuading people of his way of doing politics. Here, the art does not lie in the total closure and opening of the political space but in the ability to convince people that he is the leader who can do both any time he sees convenient—this is a crucial dimension of Erdoğan’s leadership style. Finally, he ends the speech with an oath as he usually does. He asks around 5,000 people in the hall stand up and repeat his words after him: ‘One nation, one flag, one homeland, one state! We shall be one! We shall be big! We shall be alive! We shall be siblings! Altogether we shall be Türkiye!’ This is his signature; thus, the speech has been signed. Conclusion Erdoğan’s nationalist political thinking in the context of the centenary of the Turkish Republic is shaped by his particular way of intervening in the political situation and has become part of his strategic action. Erdoğan employs the centenary to assert the continuity of his and his party’s leadership by establishing an analogical continuity between the foundation of the Turkish Republic 100 years ago and his leadership today. He turns the kairological moment in the past into his kairological moment for himself. He does this by articulating Turkishness, time and history in a way that enables him to situate himself and his party as the only figure that can guarantee such continuity on which the existence of Turkish nation depends—otherwise, we are going to ‘vanish’. Returning to Benjaminian analysis, Erdoğan takes a ‘tiger’s leap into the past’[16] to establish such continuity, however, as history has also shown us, there is a limit for every jump. [1] I quoted this phrase from the amended version of the Turkish Constitution in 1923 known as Teskilat-i Esasiye Kanunu. The Constitution can be reached from: TESKILATI_ESASIYE.pdf (tbmm.gov.tr), p. 373. [2] Benjamin, W. (1970). ‘Thesis on the Philosophy of History’, in Arendt, H. (ed.) Illuminations, pp. 264. Jonathan Cape. [3] Smith, J. E. (2002). ‘Time and Qualitative Time’, in Sipiora, P. and Baumlin, J. S. (eds.), p. 47, Rhetoric and Kairos: Essays in History, Theory and Praxis, pp. 46-57. State University of New York Press. [4] Ewing, B. (2021). ‘Conceptual history, contingency and the ideological politics of time’, in Journal of Political Ideologies, 26:3, p.271. [5] Cumhurbaşkanı Erdoğan "Türkiye Yüzyılı" vizyonunu açıkladı - YouTube [6] Freeden, M. (1996). Ideologies and Political Theory. Clarendon Press. [7] Finlayson, A. (2012). ‘Rhetoric and the Political Theory of Ideologies’, in Political Studies. 60:4, p.757. [8] Finlayson, A. (2021). ‘Performing Political Ideologies’, in Rai, S. (ed.) et al, The Oxford Handbook of Politics and Performance, pp. 471-484. Oxford University Press. [9] Finlayson, A. (2012). ‘Rhetoric and the Political Theory of Ideologies’, in Political Studies. 60:4, pp. 751-767. [10] Finlayson, A. (2012). ‘Rhetoric and the Political Theory of Ideologies’, in Political Studies. 60:4, p.751. [11] Martin, J. (2015). Situating Speech: A Rhetorical Approach to Political Strategy. Political Studies, 63:1, pp. 25-42. [12] Adar, S. and Seufert, G. (2021). Turkey’s Presidential System after Two and a Half Years. Stiftung Wissenchaft und Politik (SWP) Research Paper 2. [13] Erdogan ousts Turkey central bank governor days after rate hike | Financial Times [14] 70 percent of Turkey struggling to pay for food, survey finds | Ahval (ahvalnews.com) [15] Turkey's inflation hits 24-year high of 85.5% after rate cuts | Reuters [16] Benjamin, W. (1970). ‘Thesis on the Philosophy of History’, in Arendt, H. (ed.) Illuminations, p.263. Jonathan Cape. by Fernando Lizárraga
When pursuing the clarification of socialism’s core concepts, according to the methodology advocated by Michael Freeden for the study of political ideologies, equality stands out as one of the undisputed ideas on that complex, variegated, and often quarrelling tradition. The other key concepts or conceptual themes that form the kernel of socialism are, according to Freeden, “the constitutive nature of the human relationship, human welfare as a desirable objective, human nature as active, … and history as the arena of (ultimately) beneficial change”.[1] The method leading to this list involves a particular understanding of political ideologies which differs from the usual approach taken by political theory or political philosophy. It requires a thorough study into the main currents of socialism—not only of the Marxist version—and the specification of the relevant concepts through a process of decontestation. The research aimed at specifying those core concepts is also necessary when it comes to depicting the ideas that comprise the adjacencies and periphery of the socialist ideology. There is a particular difficulty that arises when looking into socialism’s morphology, namely, the fact that socialism is both a critique of capitalist society and also a project of a society yet to be brought about: “unlike conservatism, or even mainstream forms of liberalism, socialism is peculiarly prone to a dual temporal existence. It is centrally founded on a critique of the present, yet significantly projected onto a future of which there is as yet little empirical evidence”.[2] This second aspect demands a “leap of faith and imagination”—to use Freeden’s expression.[3] By and large, the self-awareness of socialism—as an ideology containing at the same time a dominant scientific side and a subordinate utopian (normative) dimension—faded away in the face of different dogmatisms promoted by socialist states. But with the collapse of the socialist bloc, there emerged a need for a revision and updating of key elements of the tradition.
Recent scholarship about socialism has largely benefited from the impact of John Rawls’s liberal egalitarianism on several fields of the social sciences and the humanities. After a reckoning of the ethical deficit caused by an extended belief in the scientific prowess of Marxism, a good number of socialist thinkers and activists admitted the need for a normative turn. This is not to deny, of course, the existence of a deep-seated ethical current in Socialism, as it is evident in the works of Eduard Bernstein, R. H. Tawney, G. D. H. Cole, amongst others, but only to highlight the fact that, because of the mainly Marxist anti-moralism, normative work was demeaned and considered powerless in the face of the anticipatory prodigies of historical materialism. This year will mark the 50th anniversary of the publication of A Theory of Justice,[4] and the shockwaves of Rawlsianism are still highly influential. Discussion of the core concepts of socialism, from a normative perspective, have gained a promising place within academia and also within grassroots organisations. Shortly after the turn of the millennium, Alex Callinicos, in his Anti-capitalist Manifesto, advocated a specific form or socialist democracy that embodies four key values of an anti-systemic program: justice, efficiency, democracy, and sustainability, where justice embraces ideals such as liberty, equality, and solidarity.[5] A recent entry on “Socialism” by Pablo Gilabert and Martin O’Neill for the Stanford Encyclopedia of Philosophy singles out equality, democracy, individual freedom, self-realisation, and community or solidarity as paramount values of this tradition.[6] As we can see in these two examples, together with Freeden’s construal, the proposed lists of core concepts do not fully match with each other but have one striking coincidence: equality. This quick exercise seems to support Norberto Bobbio’s famous statement about equality being the Pole Star of the left, as opposed to the anti-egalitarian right. More important, though, is the acknowledgement that values matter to socialism and Marxism in particular, and that it was a shortcoming to eschew any talk of ethical principles, fearfully avoiding a collapse into what Marx and Engels described as petty utopianism. One must only be thankful that this anti-utopianism was not understood as an outright rejection of utopia altogether. So, in defiance of Marx and Engels’s strictures against moral theory, important varieties of moral thinking emerged within the socialist purview, and a strain of ethical socialism came around in the second half of the nineteenth century, paving the way for the post-Rawlsian normative turn. Although the name of Ethical Socialism normally refers to a group of thinkers and activists of the late 1800s in the United Kingdom, it had outstanding representatives in other parts of the world. William Jupp, John Trevor, Thomas Davidson, and Edward Carpenter were key representatives of British ethical socialism. The last two are of particular importance since they were deeply influenced by American Romanticism and immanentism, especially by the works of Henry Thoreau and Ralph Waldo Emerson.[7] In the United States, a provincial writer destined to become an almost involuntary political protagonist of the Gilded Age, Edward Bellamy, can be counted as one of the few who, despite the widespread dismissal of utopias, decidedly resorted to this genre—inherent to socialist critique and history—to carry out a double task: to cast a harsh indictment on capitalism as a predatory and unjust system, and to advance a vernacular conception of egalitarianism, which was the most cunning way to bring socialism and Marxist themes to the American public. He was also under the influence of American immanentism, transcendentalism, and the experiences of intentional utopian communities such as the famous Fourierist Brook Farm in Massachusetts. Bellamy’s ideas had a profound impact on the organised labor movement, especially among the Knights of Labor. Eugene Debs, founder of the Socialist Party in the United States, revealed that he became a socialist thanks to Bellamy and even met with the writer in his last days.[8] Daniel De Leon, too, is said to have started his revolutionary career under “Bellamy’s inspiration”;[9] and Charlotte Perkins Gilman, the leading feminist activist and writer, was also a prominent member of the Bellamyist movement.[10] John Dewey famously wrote that Bellamy was “A Great American Prophet”, and remarked that “what Uncle Tom’s Cabin was to the anti-slavery movement, Bellamy’s book may well be to the shaping of popular opinion for a new social order”.[11] In short, and in keeping with the morphological approach, I find it plausible to hold that Edward Bellamy’s condemnation of capitalism and the account of the alternative egalitarian society he advocated are founded one a thick idea of equality which, at the same time, involves an outright rejection of the principle of self-ownership. This last rejection, I also sustain, must be either counted as a component of equality as a core idea of socialism or as an adjacent but necessary concept that contributes to making sense of the kind of egalitarianism espoused by Bellamy and, to a large degree, by contemporary egalitarian socialists. It must be noted that the principle of self-ownership, first conceived by John Locke, constitutes the founding tenet of contemporary libertarianism. In its most usual rendition, the principle says that individuals have over themselves the same kind of rights that a master has over a chattel slave and, by implication, those who enjoy self-ownership cannot, as a matter of right, be forced to help others through personal service or any other mandatory scheme of redistribution. Bellamy’s opposition to self-ownership must be understood in the context of his life-long advocacy for egalitarianism, as it is conveyed in his most famous utopian novels: Looking Backward 2000-1887 (1888),[12] and Equality (1897).[13] Such opposition—as I will explain—was founded on the idea of the common ancestry of humankind, on the belief that each person has ha debt to society and past generations; and most importantly, on the notion that it is “fraudulent” to believe that individuals deserve and fully own their natural and social endowments and owe nothing to each other. Looking Backward was one of the most significant literary works in the late 1800s in the United States. It sold millions of copies in a few years and was translated into several languages. The plot, as it normally happens in utopias, is a setting for the development of theoretical propositions. Bellamy uses a time-travelling scheme in which the main character falls into mesmerised sleep in 1887 only to wake up 113 later in his home city, Boston, which in the Year 2000 is part of a perfectly egalitarian society. Julian West, the protagonist, learns about the institutions and ethos of the new world in dialogue with his host, Dr Leete, a retired physician, and his daughter Edith. The sequel of Looking Backward, Equality, is a lengthier description of this new society. Bellamy gained almost immediate international recognition and country-wide acclaim, to the point that he became a keynote speaker for many associations, wrote extensively in his own newspaper, The New Nation, and, eventually, the Nationalist Party was created to advance Bellamy’s ideas. Nationalism, it must be said, was the name Bellamy adopted for his proposal, in an attempt to avoid the word socialism which was associated with violence and social unrest in the wake of the Haymarket Massacre and the mass strikes of the 1870s. An in-depth exploration into Bellamy’s rejection of self-ownership reveals that such a stance is an integral part of his particular form of radical egalitarianism. The writer from Chicopee Falls (Massachusetts) thought that some of the dominant currents of socialism of his time were not radical enough as to how far they were prepared to push in the direction of equality. He thought that Fabians were too attached to the mechanism of retribution according to contribution, whereas Marxists allowed personal assets to have undue influence on distributive matters. These critiques of other varieties of socialism were the basis of his own understanding of equality. Bellamy considered equality to be the only relevant moral relationship between persons. From this uncompromising stance, he mounted a full criticism of the notion of self-ownership and propounded a strong egalitarian principle: “From each, equally; to each equally”.[14] The institutional arrangements of the utopian society that Dr Leete presents to Julian West are carefully designed and crafted to meet this extremely high standard, without giving in to the annulment of singularity or individual tastes. It is well known that William Morris’s News From Nowhere (1890) is a direct response to Bellamy’s vision, from an anarchistic and pastoral perspective, as opposed to the industrialist and somewhat highly regulated Bellamian society. Morris wrote a critical review in which he remarked that Looking Forward should be “considered seriously” but not taken as a “socialist Bible”. He thought that Bellamy only wanted to get rid of the ills of modern life, without changing that life altogether. He described the utopian system as State Communism, criticised its severe discipline, its industrialism, the major role of great cities, and the limited conception of work as productive activity dissociated from pleasure and creativity. But the core of Morris’s critique was aimed at Bellamy’s peaceful “economical semi-fatalism” that lead to the egalitarian society instead of a conscious struggle for a “free and equal life”. Even though Bellamy does not reply to Morris’s review, many of these objections seem to have shaped the more nuanced portrayal of the utopian society in Equality and other writings.[15] At the same time, he comes up with a more straightforward rebuttal of self-ownership. So, when writing in The New Nation, he contends that it would be a “fraudulent” principle that which “would assume that an individual owns himself and has a valid title to the full usufruct of his powers without incumbrance or obligation on account of his debt to the past and his duties toward the social organism of which he is a part”.[16] At the same time, alongside a handful of acute arguments against increasing social inequalities and an outright indictment of monopoly capitalism, Bellamy pulls off a brilliant case against the entailment of the principle of self-ownership which forbids someone from lending assistance to others unless it is done by a consented interpersonal contract. In Equality, he contends that under capitalism it is accepted that “everyone is entitled to … the result of his abilities” and that this is plainly wrong because “they would naturally acquire advantages over others in wealth seeking as in other ways”.[17] Since he thought that abilities and the capacity for effort were due to the mere chance of birth, Bellamy ruled out the claim that the better endowed had a rightful claim over the advantages they could muster by using those undeserved talents. Therefore, it was the mission of social institutions to keep these inequalities from arising. It is easy to see that Bellamy was advancing similar arguments to those that, in the early 1970s, John Rawls used to build his monumental theory of justice as fairness. If Rawls springs up in this account of Bellamy’s thought, it is because, in my view, they represent a deep-seated egalitarian trend both in American political thought and, more importantly, in the socialist tradition. The egalitarianism of Bellamy and Rawls, as noted before, is part of a rich ethical tradition that overcame the staunch anti-moralism of the more orthodox Marxist versions of socialism. Rawls spent two years in Oxford, at a time when G. D. H. Cole, who thought of Bellamy as a mere “populariser of other men’s ideas”, was teaching about utopian socialism; when the Labour Party was divided between friends and adversaries of public ownership; and when Tawney’s new edition of Equality rekindled the debate over and against equality of opportunity,[18] as he advocated a kind of relational egalitarianism that despised the crude distributive view marked by “details of the countinghouse”. Without openly calling themselves socialists, both Rawls and Bellamy were no foes of socialism. On the contrary, Bellamy was convinced that his egalitarian model was even more radical than any socialist program of his time, and Rawls repeatedly emphasised that his theory of justice as fairness can be realised under a system of liberal or democratic socialism. Rawls believed “that the choice between a private-property economy and socialism is left open; from the standpoint of the theory of justice alone, various basic structures would appear to satisfy its principles”.[19] Moreover, after dismissing laissez-faire capitalism, welfare-state capitalism, and state socialism as incompatible with his principles of justice as fairness, he asserted that “property-owning democracy and liberal socialism [in] their ideal descriptions include arrangements designed to satisfy the two principles of justice”.[20] In Bellamy and Rawls we can see proof of that "dual temporal existence" of Socialism identified by Freeden. As already mentioned, socialism encompasses both a critique of the present and a projection into the future. Bellamy chose the utopian genre to accomplish both tasks; Rawls, in the same spirit, called his otherwise unadorned and formal theory a “realistic utopia”. Above all, both political thinkers were adamant in rejecting self-ownership as part and parcel of their egalitarian views. It should come as no surprise that the first systematic challenge to Rawls was launched from within the liberal tradition, in the guise of the libertarian theory of Robert Nozick, whose endorsement of self-ownership leads to a form of rugged anti-egalitarianism. To sum up: I understand that self-ownership has no place in a radical egalitarian version of socialism and that a good deal of theoretical work needs to be done in order to refine our understanding of the precise place of this rejection in a morphology of the socialist political ideology. [1] M. Freeden, Ideologies and Political Theory. A Conceptual Approach (Oxford: Clarendon Press, 1996), pp. 425-426. [2] Ibid., pp. 417-418. [3] Ibid., p. 418. [4] J. Rawls, A Theory of Justice. Revised Edition (Cambridge, MA.: The Belknap Press of Harvard University Press, 1999. First published, 1971.) [5] A. Callinicos, An Anti-Capitalist Manifesto (Cambridge, UK: Polity Press), pp. 107-108. [6] P. Gilabert and M. O’Neill, “Socialism”, The Stanford Encyclopedia of Philosophy (Fall 2019 Edition), Edward N. Zalta (ed.) <https://plato.stanford.edu/archives/fall2019/entries/socialism/>. [7] M. Bevir, The Making of British Socialism (Princeton: Princeton University Press, 2011), pp. 220-227. [8] F. Rosemont, ‘Bellamy’s Radicalism Reclaimed’, in Daphne Patai (Ed.) Looking Backward 1988-1888. Essays on Edward Bellamy (Amherst: The University of Massachusetts Press, 1988), p. 162. [9] Ibid., p. 168. [10] Ibid., p. 176. [11] J. Dewey, ‘A Great American Prophet’, in Boydston, Jo Ann et. al (eds.) John Dewey. The Later Works 1925-1934. Volume 9: 1033-1934 (Carbondale and Edwardsville: Southern Illinois University Press, 1986), p. 106. [First published in Common Sense 3 (April 1934), pp. 6-7). [12] E. Bellamy, Looking Backward. 2000-1887 (Oxford: Oxford University Press, 2007). [13] E. Bellamy, Equality (New York: Appleton, 1897). [14] E. Bellamy, Talks on Nationalism (Chicago, IL: The Peerage Press, 1938), p. 25. [15] Morris, W., News From Nowhere and Other Writings (London: Penguin, 2004), pp. 353-357. [16] E. Bellamy, Talks on Nationalism, op. cit., p. 27. [17] E. Bellamy, Equality, op. cit., p. 107. [18] K. Forrester, In the Shadow of Justice. Postwar Liberalism and the Remaking of Political Philosophy (Princeton: Princeton University Press, 2019), pp. 18-24. [19] J. Rawls, A Theory of Justice (Cambridge, MA.: Harvard University Press, 1999), p. 228. [20] J. Rawls, Justice as Fairness. A Restatement (Cambridge, MA.: Harvard University Press, 2001), p. 138. by John-Erik Hansson
The pages of the Journal of Political Ideologies testify to the resurgence of interest in anarchism in the last couple of decades. The number of articles on anarchism in the journal has increased rapidly in recent years; the last five years alone has seen articles covering everything from punk collectives and non-domination to anarchist hybridisation with other ideologies. This suggests that there is more work to be done to reconsider anarchism as a dynamic ideology concerned with contemporary political problems.
Three recent works on anarchism, the Palgrave Handbook of Anarchism (2019), Anarchism: A Conceptual History (2018) and Kropotkin, Read and the Intellectual History of British Anarchism (2015), show how the field of anarchist studies has benefited from engaging with Michael Freeden’s morphological approach to the study of ideologies. They have done so in two ways. Firstly, from the perspective of political theory, these works—and especially the first two—have helped clarify the conceptual constellations of anarchism. This is useful for rethinking what contemporary anarchism is, even if the precise morphological structure of anarchism may still be up for debate. Secondly, from a more historical perspective, these works—and especially the first and third—have foregrounded the dynamic process of the constestation and decontestation of concepts. This helps us understand the agency of anarchist thinkers and activists in their geographical and chronological contexts and offers fresh and much needed perspectives on the intellectual history of anarchism. Beyond anarchism, this latter point hints at the potential rewards of a closer collaboration between historians of political thought and scholars in ideology studies. The Palgrave Handbook of Anarchism, edited by Carl Levy and Matthew Adams, is an essential resource for anyone interested in contemporary developments in anarchist studies. Its four parts provide a masterful overview of the theory, history, and practice of anarchism from a global perspective. Eschewing the well-trodden path of reconstructing anarchism and anarchist political theory on the basis of a set of canonical thinkers, the first part of the handbook introduces the subject through nine chapters dedicated to what the editors consider to be the “core problems / problématiques” of anarchism. This provides a solid base for understanding anarchism in the variety of traditions, historical circumstances, and applications presented in the rest of the work. The second, “core traditions”, outlines the diversity of intellectual and political tendencies in anarchism, from mutualism to anarcha-feminism, green anarchism, and post-anarchism. Part III of the handbook then deals with the history of the anarchist movement through a set of “key events” and moments from the late 18th to the 21st centuries; from the revolutions that form the historical perspective of early anarchism to the alterglobalisation movement. The last part explores the applications and limits of anarchist theories and perspectives. It explores the breadth of anarchist studies and suggests possible trajectories for the development of the field. Issues broached include, for example, anarchism’s relation to post-colonialism, indigeneity, food security, and digital society. As a whole, the handbook successfully delivers what the editors wanted: a “rich tour d’horizon” of anarchism and anarchist studies. Although the editors do not frame it this way, the first part provides one plausible way of considering the morphological structure of anarchism. It even might be seen as progressing from core to peripheral concepts. In this reading, the state, the individual, the community, and freedom stand at the core (chapters 2, 3, and 4). They constitute the basis of the identity of anarchism throughout its history and remain stable components of anarchism today, regardless of internal divisions between, for instance, anarcho-syndicalists, mutualists, and anarcho-communists. Political economy, social change, revolution, and organisation (chapters 5 and 6) can then be seen as adjacent concepts that help understand the grounds for internal divisions within anarchism. The emergence of different perspectives and arguments on the desirability and viability of an anarchist market society, for instance, explain the split between mutualists and anarcho-communists. Finally, cosmopolitanism, anti-imperialism, religion, and science appear as peripheral concepts (chapters 7–10). These are concepts that became part of anarchism’s morphology in more specific circumstances and that informed political action and fostered dialogue with other ideologies and intellectual traditions. Whether this is the best or most accurate conceptual characterisation of anarchism may be a matter of legitimate debate. As we will see with Anarchism: A Conceptual Approach, others exist. Still, it is a reasonable morphology. It accounts for the diversity of anarchist traditions and the distinctiveness of anarchism. To do so, it highlights many of the fault lines within anarchism and between anarchism and other major ideologies—such as liberalism or socialism—that have emerged over the last century and a half. The authors thus show that anarchism has been and remains a dynamic ideology, developed by a diverse set of actors in a variety of political and intellectual contexts. Moreover, chapters in this section are both analytical and programmatic. In his chapter on “Freedom” (chapter 4), Alex Prichard suggests that seeing anarchist freedom as a (radicalised) version of freedom as non-domination helps make sense of and overcome debates on the nature of liberty in anarchism. Contributors to the handbook not only track the different ways of thinking about the central concepts of anarchism, they also offer new perspectives on these concepts, thus feeding the process of (de)contestation. In that sense, part I of the Palgrave Handbook of Anarchism both describes anarchism as an ideology but also intervenes in contemporary debates about its nature and identity. In Freeden’s terms, the handbook is at once interpretative and prescriptive; that is one of its strengths.[1] Although the editors of the handbook do not frame it as such, the perspective that emerges may usefully be seen as a historically inclined response to a slightly earlier volume: Anarchism: A Conceptual Approach, edited by Benjamin Franks, Nathan Jun, and Leonard Williams. Whereas the Palgrave Handbook of Anarchism is a wide-ranging overview of the field of anarchist studies, the explicit purpose of this latter volume is to present anarchism’s morphological structure of core, adjacent, and peripheral concepts. Among the core concepts are to be found what the editors identify as anarchism’s “basic values”—anti-hierarchy, freedom, and prefiguration (chapters 1–3), and the concepts that ground what anarchists do—agency, direct action, and revolution (chapters 4–6).[2] Adjacent concepts—horizontalism, organisation, micropolitics. and economy (chapters 7–10)—complement the core and provide a more nuanced understanding of how anarchists think and act politically together. Finally, the peripheral concepts—intersectionality, reform, work, DIY [Do It Yourself], and ecocentrism (chapters 11–15)—relate the conceptual core of the ideology to more concrete forms of political actions given contemporary political concerns. As is to be expected, there is much overlap between the two morphologies. However, one of the central differences between may be the absence of a chapter entirely dedicated to the State in Anarchism: A Conceptual Approach. Other differences of note regard what I have identified as the peripheral concepts of the Palgrave Handbook of Anarchism’s morphology. In Anarchism: A Conceptual Approach, they include notions such as intersectionality (chapter 11), DIY (chapter 14), and ecocentrism (chapter 15). By contrast, peripheral concepts of the handbook include, for example, religion and science (chapters 9 and 10). This suggests important differences of ideological commitments within anarchism—and there are—but there is another explanation for such variation. In my view, this has to do with the different intellectual projects related to anarchism that these two works pursue. The Palgrave Handbook of Anarchism seems to me to be more concerned with anarchism’s history than Anarchism: A Conceptual Approach. While the former volume builds a morphology that is perhaps more appropriate to understanding anarchism in the longue durée, the latter provides a morphology that is especially appropriate for both interpreting 21st century anarchism and defining possible political strategies for anarchists. By proposing a more systematic analysis of key concepts in anarchism, Anarchism: A Conceptual Approach suggests a definition of anarchism as a political ideology deeply embedded in contemporary politics. This proposed morphological structure, the editors hope, can then be used to spark further discussions in the field as well as suggest “the possibilities for developing solidarities based on shared norms and practices”.[3] However, this does not mean that the morphological structure proposed in The Palgrave Handbook of Anarchism is solely historical and interpretative. While it recasts anarchism in its conceptual history, it suggests new paths to explore for contemporary scholars of anarchism and for anarchists alike. If Prichard’s account of anarchist freedom is correct, then new “solidarities” and discussions could emerge between contemporary anarchists and republicans and anarchists might be encouraged to rethink their approach to rulemaking in relation to those of other activists. Taken together, then, Anarchism: A Conceptual Approach and the first part of the Palgrave Handbook of Anarchism offer two distinct perspectives on anarchism as a political ideology, by considering its relationship to different if broadly overlapping concepts. In and of itself, this is a valuable addition to discussions of contemporary anarchist political theory. What it also provides is a framework for recasting the intellectual history of anarchism. The development of anarchist ideology can be understood in terms of two intertwined dynamics: (1) that of the contestation and decontestation of concepts (including their adoption and abandonment), and (2) that of the ordering of concepts as core, adjacent, or peripheral. Late nineteenth-century debates in the First International, which led to clearer distinctions within socialism between Marxists and anarchists, are classic instances of particularly intense processes of ideological contestation and decontestation. Matthew Adams, in his chapter on “Anarchism and the First World War” in Part III of the Palgrave Handbook of Anarchism (chapter 23), makes the case that the diversity of anarchist responses to the First World War also constitutes a peculiarly intense moment of ideological contestation. He demonstrates how the disagreement on the war between Pëtr Kropotkin and his supporters (who supported the Entente) and Errico Malatesta and his supporters (who opposed the war altogether) was not so much a betrayal of anarchist ideas and ideals as a reconfiguration based on local circumstances. What makes Adams’s chapter particularly compelling, however, is what the framework of ideology studies lacks from theoretical perspective: an understanding and account of context. Against what social, cultural, political, and intellectual backdrop do the morphological structures of ideologies change? What local problems were thinkers and activists trying to solve? Combining the study of ideology and a broadly contextualist approach to intellectual history gives us the tools to rethink the development of traditions of thought as they become essential parts of political ideologies. Matthew Adams’s Kropotkin, Read, and the Intellectual History of British Anarchism, is a prime example of such a successful combination. It is an attempt to shed new light on and account for the development of (British) anarchism through the sustained contextualisation of the Pëtr Kropotkin’s and Herbert Read’s anarchist theories. It shows both continuities and discontinuities in the British anarchist tradition. Kropotkin and Read reformulated their commitments to “the rejection of authority encapsulated in the modern state, trust in the constructive abilities of free individuals, faith in the unitary potential of communalist ethics, and belief in the equity of communised distribution” to respond to locally specific circumstances and political languages. The consequence was that, while such core claims remained, new adjacent and peripheral claims were made. As Read contributed to the re-circulation of Kropotkin’s thought, he developed anarchist theory in directions which would either not have been available to or contextually strategic for Kropotkin in the late 19th and early 20th centuries. For instance, although Adams considers that Herbert Read developed a more systematic anarchism than is often recognised, he also demonstrates that the language and concepts of nineteenth-century sociology, so useful to Kropotkin, “could be an impediment” to the further circulation of his philosophy, which emphasised culture, art and aesthetics. Reviving Kropotkin’s ideas in the mid-twentieth century led Read to reformulate them and bring them in relation to new concepts in a new context, in which “systematic ambitions were unfashionable and brought to mind a particularly uninspiring form of Marxism”. The relative stability of the core claims of anarchism from Kropotkin to Read is then best understood as an agent-driven reconstruction of anarchism’s conceptual constellations, its morphological structure, given new political, social, and cultural contexts. The key to Adams’s insights into the intellectual history of (British) anarchism is methodological. His work testifies to the fruitfulness of the combination of a contextualist approach to the history of political thought and a morphological approach to the study of ideologies. The history of anarchism has benefited from this methodological insight, but other ideologies should as well. The field of the history of political thought as a whole would benefit from greater engagement with Freeden’s approach to ideologies. Conversely, the field of ideology studies would likely also benefit from greater engagement with more historical approaches, from contextualism to Begriffsgeschichte. Further embracing interdisciplinarity and such methodological combinations can only sharpen our understanding of the political ideologies and traditions that structured and continue to structure our worldviews. [1] Michael Freeden, “Interpretative Realism and Prescriptive Realism”, Journal of Political Ideologies 17(1) (2012), 1–11, https://doi.org/10.1080/13569317.2012.651883. [2] Benjamin Franks, Nathan J. Jun, and Leonard A. Williams (eds.), “Introduction”, in Anarchism: A Conceptual Approach (New York: Routledge, 2018), 8. [3] Franks, Jun, and Williams, 10. by Eloise Harding
Introduction: the shifting landscape
Environmental scepticism as an ideology has spent the past six years on a political rollercoaster. From a niche political outlook with a moderate public face and a wealth of conspiracy theories hiding in the shadows, it developed a level of prominence in mainstream discourse with the advent of leaders such as Donald Trump and Jair Bolsonaro. The more extreme forms of scepticism—such as outright denial of climate change—blended in well with the emerging ‘post-truth’ political culture, described by Jane Suiter as one ‘where appeals to emotion are dominant and factual rebuttals or fact checks are ignored on the basis that they are mere assertions’.[1] The public face of environmental scepticism also evolved to incorporate some of the political characteristics of the leaders who embrace it. In the aftermath of the 2020 US election, however, it faces the loss of one of its more powerful proponents. I will start with a bit of background from the timeline of my 2019 article. As is the nature of such things, the initial submission was slightly longer ago, and in the first instance reviewers were concerned that the article dealt with an ideology too inconsequential to be worth investigation. I mention this, because it did not remain the case. While I was doing the research that would lead to this article, environmental scepticism—usually manifested in public conversation as climate change denial—was moving from a niche political outlook to part of mainstream discussion, thanks largely to the presidential campaign and electoral victory of one Donald Trump. As I write this blog post, Trump prepares to (grudgingly) vacate the White House and hand over the reins to Joe Biden. Early indications suggest that environmental scepticism may suffer a dent to its role in mainstream discourse. The size of this dent depends on the strength of the ideology in its remaining proponents when a powerful ally is removed. However, we should not assume that it is going to fade out of public consciousness any time soon. In addition to the increased prominence, there was also something of an ideological evolution in the public face of environmental scepticism—what Michael Freeden would describe as a shift in proportionality. As a thin-centred ideology (one without a fully developed conceptual core of its own), environmental scepticism must by necessity graft onto more developed ideologies to survive on the political landscape. Until 2016 or thereabouts, there was some ambiguity about the political leanings of environmental scepticism as an ideology. While the USA had always had undercurrents of outright climate change denial stemming from right-wing think tanks such as the Heartland institute,[2] for the rest of the world the public spotlight tended to be occupied by the more measured approach represented by Bjørn Lomborg. Lomborg, a left-liberal political scientist with some environmentalist tendencies of his own, has always claimed to be motivated by humanitarian concerns and particularly by concern for people in the developing world. Climate change, he argues, is a far less urgent problem than many environmentalists regard it as, and ranks lower than a range of other concerns when measured with regard to the respective cost in human lives. In short, he portrays climate change as a problem, but not the most urgent problem: it can be sidelined until the more urgent issues have been dealt with. Previously, the more overtly denialist manifestations of environmental scepticism relied on moderates such as Lomborg to give their arguments a veneer of humanitarian respectability, lifting some of the suspicion away from what is often seen as a corporate shill. For the past four years, however, a serving US President who has variously described climate change as a ‘hoax’ on Twitter and, on acknowledging that it might be real, proceeded to claim on live TV that the climate ‘might change back’, has provided a replacement source of respectability. Indeed, the locus of ‘respectability’ has been moved somewhat by a changing political culture: Donald Trump has no scientific expertise and his political rhetoric has a tenuous relationship with the truth, but he did gain just over half the electoral votes in 2016. As such, the image of environmental scepticism has shifted away from global humanitarianism and towards an insular variety fuelled by right-wing populist and nationalist values and in which outright denialism plays a more central role. Environmental scepticism today The basic conceptual landscape has remained largely consistent from 2015 to now. Environmental scepticism has three basic core concepts, the removal of which would significantly alter the nature of the ideology: deep anthropocentrism, a form of Prometheanism, and a suspicious framing of environmentalism and the motives of environmentalists. The most significant adjacent concepts—proximity to which helps to shape the core—are a highly specific framing of science and, maybe surprisingly, climate change denial itself. I say surprising because environmental scepticism and climate change denial are often seen as synonyms, with the latter having more of a public profile. However, while denial plays a key role in how environmental scepticism functions in practice, the ideology of environmental scepticism would not collapse entirely were it removed. For example, it is feasible to accept as Bjørn Lomborg does that climate change is a genuine, but exaggerated and non-urgent, problem (what Stefan Rahmstorf calls ‘impact scepticism’); or indeed to argue as Trump does that the pattern of global warming may spontaneously reverse (‘trend scepticism’). It is also possible to regard global warming as a real but natural phenomenon (‘attribution scepticism’), not caused by humans and as such not our responsibility to fix. An element of denial does, however, help environmental sceptics reach definitive conclusions on some of the moral balancing acts which arise around climate change and carbon emissions. For example, when faced with a decision regarding whether to restrict human freedoms in order to reduce emissions (the UK’s upcoming ban on new petrol and diesel vehicles being the latest example), the ability to sideline the realities of climate change makes the preservation of freedom seem like the obvious priority. In economic terms, meanwhile, the costs associated with adopting lower-carbon business practices are usually justified by reference to the associated benefits in terms of mitigating the effects of climate change. Denying or diminishing these benefits again casts doubt on whether the costs are really worth it. So, in brief, climate change denial plays an important role in shaping how environmental sceptics engage with everyday moral dilemmas, but can be classified as helpful rather than essential to the formation of environmental scepticism as an ideology. With that in mind, let’s look at the core concepts. The first of these is deep anthropocentrism: broadly speaking, the idea that only human interests matter. For example, Bjørn Lomborg’s arguments in The Skeptical Environmentalist hinge on the idea that ‘the needs and desires of humankind represent the crux of our assessment of the state of the world’, because ‘people debate and participate in decision-making processes, whereas penguins and pine trees do not’. Lomborg, I should point out, does not discriminate between groups of humans when making this assessment: if he has distinct priorities, they lie in the developing world. He does, however, create a clear line of division between human and nonhuman interests, which can be construed as a competition for resources. Other environmental sceptics, more openly intent on politicising the issue and usually (although by no means inevitably) coming from the right, frame this as a direct and immediate conflict between human interests and environmental concerns. When I wrote the original article, my main example of this pattern was UKIP’s Roger Helmer, who regarded green energy policies as a surefire route to fuel poverty for the elderly. More recently, Donald Trump has framed environmentalism as a threat to the ordinary American. Trump’s rhetoric on this topic ties deep anthropocentrism in with the populist conception of the ‘pure’ people (see the work of Cas Mudde for more detail) who are under threat from a ‘corrupt’ elite. In doing so, Trump unwittingly helps to resolve a contradiction in the use of anthropocentric—literally, human-centred—reasoning to sideline phenomena which are having dramatic negative impacts on particular groups of humans. Leaders such as Trump, Australia’s Scott Morrison and Brazil’s Jair Bolsonaro are overt and unashamed in identifying a particular anthropos on whose interests their anti-environmental rhetoric and policies are centred. Put simply, the interests of the groups who would allegedly be negatively impacted by increased environmental protection are given greater weight than those currently feeling the effects of industrial water pollution (USA), rising sea levels (Australia’s island neighbours) and forest fires (Brazil). It should be noted that there is also a nationalist dimension to this modified deep anthropocentrism, particularly regarding climate change, with many world leaders dismissing the possibility that their own country will suffer significantly. Indeed, the UK’s Michael Gove has been heard to proclaim that global warming will be beneficial for Britain: it will sweeten our grapes and enable us to produce home-grown sparkling wine that ‘will soon bring a level of cheer to British drinkers greater than that provided by French champagne’.[3] Gove’s comments bring me to the second core concept of environmental scepticism, namely a form of Prometheanism. Broadly speaking, Promethean outlooks see all problems—including environmental ones—as ultimately solvable through the wonders of human ingenuity. Examples of Prometheanism in action include the large-scale overhaul of agricultural practices in the Green Revolution and the use of genetic modification to produce hardier crops. Some would also put geoengineering in the Promethean category. In itself, it can refer to a pro- or anti-environmental outlook: however, certain forms lend themselves to absorption into the environmental sceptic’s canon of ideas. Prometheanism is usually seen at the less overtly denialist end of environmental scepticism, since it requires at least a grudging acceptance that such problems exist and require solutions. Milder forms of Promethean environmental scepticism (such as that embraced by Bjørn Lomborg) refer merely to harnessing and gaining mastery over nature, for example the ability to transcend through technology and innovative farming practices the limits on nature’s capacity to provide resources. More extreme versions regard nature as irrelevant. Peter Huber, in a book titled Hard Green: Saving the Environment from the Environmentalists, argues that due to human ingenuity we could feasibly and justifiably ‘Cut down the last redwood for chopsticks, harpoon the last blue whale for sushi, and the additional mouths fed will nourish additional human brains, which will soon invent ways to replace blubber with olestra and pine with plastic. Humanity can survive just fine in a planet-covering crypt of concrete and computers.’ Recent developments, however, suggest that the language of ‘problems’ and ‘solutions’ may be being transcended, at least in the case of climate change. Michael Gove’s comments, mentioned above, once more add a nationalist dimension to Promethean environmental scepticism. His overall argument, about which I have written more here, alludes to a peculiarly British ability to turn a negatively-perceived phenomenon such as climate change into a positive through what might (if we want to risk falling into clichéd territory) be termed Blitz spirit. Rather than being demoralised by climate change like our neighbours across the Channel, we gain an advantage by harnessing what Gove terms the ‘opportunities of a changing climate’: in his terms, this ‘is a harbinger of the inventiveness, of the creativeness and the resilience, the imagination and the sheer joie de vivre that you can find here in Britain.’ Meanwhile Donald Trump, while less convinced of the reality of climate change, has spoken many times of America’s ability to transcend the food and fuel shortages feared by others. The common threads are the Promethean tendency to believe that no environmental crisis is insurmountable, and that some may indeed be beneficial; and the belief that the solutions will come not from human ingenuity as a species-wide trait but from the attributes of a particular nation whose collective myth includes a large dose of overcoming adversity. The final core concept, of which we’ve already seen glimpses, is the highly suspicious framing of the motives behind environmental protection measures. The mildest version merely holds that there is money in environmental campaigning and hence an ulterior motive to exaggerate the extent of the problem. More extreme iterations of this narrative portray environmentalism as a deliberate attempt to limit people’s freedoms: indeed, as a harbinger of outright authoritarianism. There is some variation in the perceived ideological position. For example, former Republican senator Harrison Schmidt describes climate change and measures to limit it as a ‘stalking horse for National Socialism.’ However, since the bulk of this narrative comes from environmental sceptics on the right of the political spectrum, the usual culprit is authoritarian communism. For example, the former Czech president Vaclav Klaus claims that environmental regulation reflects ‘the ambitions of communist central planners to control the entire city.’ Meanwhile in the USA the Heartland Foundation president Joseph Bast cites climate change as ‘the reason why we should do everything [the left] wanted to do anyway.’ (The Heartland Foundation were also behind the short-lived billboard campaign featuring the ‘Unabomber’ Ted Kaczynski alongside the statement ‘I still believe in global warming.’) This is another area where climate change denial (and occasionally other forms of denial, for example regarding the dangers of certain pesticides) comes into its own. The removal of certain freedoms to mitigate a possible environmental crisis that threatens us all can be justified (if not always implemented) relatively easily. Remove the environmental crisis from the equation by declaring it non-urgent or even non-existent, and suddenly any infringement of liberty appears spurious. While the suspicious framing of environmentalism is still front and centre in the rhetoric of environmental scepticism, its visible form has adapted to a more favourable political climate. Environmentalism has always been portrayed as a threat to freedom, and possibly to life itself, but there has always been a level of ambiguity about whether it constitutes an enemy within or without. The explicitly nationalist politics of the world leaders embracing environmental scepticism have tipped the balance towards positing environmentalism firmly as a threat from outside, potentially aided by an enemy within in the form of the country’s metropolitan elite. Take for example Trump’s statement, in his Paris Agreement withdrawal speech, that ‘This agreement is less about the climate and more about other countries gaining a financial advantage over the United States. The rest of the world applauded when we signed the Paris Agreement—they went wild; they were so happy—for the simple reason that it put our country, the United States of America, which we all love, at a very, very big economic disadvantage.’ Here, the push to mitigate climate change is portrayed not as the harbinger of a particular ideology, but rather the acceptable face of a systematic anti-Americanism on the part of the rest of the world. Trump has previously described global warming as a hoax on the part of China in particular, intended to undermine American industry; since admitting that there may be some truth to the scientific findings, he has maintained nonetheless that any attempt to mitigate the problem has the ulterior motive of disadvantaging America to benefit its rivals. China, while named most often as a beneficiary of the losses Trump sees America sustaining, is not alone in deriving an advantage: his Paris Agreement withdrawal speech implicates the entire rest of the world. The key point, however, is that America is allegedly disadvantaged for ‘the exclusive benefit of other countries’, deriving no benefits of its own from an overall reduction of carbon emissions. Obama, he argues, was duped by economic rivals purporting concern for the environment, while he himself as the ‘America First’ president sees through the ruse. In this economically-motivated framing of the enemy, we can see a resurgence of the idea of the ‘green scare’ as the natural successor to the ‘red scare’ of the Cold War. Peter Jacques has documented how environmental issues started to enter the public consciousness around the same time Soviet-style communism was on the decline in Europe: to advocates of unbridled capitalism, a new problem was arising as the long-standing one receded. However, until recently, this element was not a key part of the public face of environmental scepticism: it was the preserve of well-funded but not well-known conservative think tanks and somewhat in the shadow of more humanitarian manifestations. In the Trump era, however, this quiet part of environmental scepticism has more frequently been said out loud, with greater concern expressed about the economic effects of environmental protection measures. The future of environmental scepticism—some speculative points So, what next for environmental scepticism? From January 20, 2021, it will no longer be part of the ideology of the serving US President. This development suggests a certain decline of influence. For example, the viewpoints outlined in this post and my original article will no longer define American environmental policy to the extent that they have done since the same date in 2017. Leaving aside Biden’s own moves (broadly speaking) towards greater environmental sustainability, such as placing a known environmental regulator with a strong track record in charge of the EPA, there are signs of a wider and more substantial shift towards pro-environmental attitudes. It is worth noting, as just one example, that the attempts to incorporate ‘green’ elements into the Coronavirus Relief Bill are to a great extent a bipartisan effort rather than a purely Democratic one. Outside the US Government, the more strictly neutral parts of the mainstream media will have less requirement to treat denialist perspectives on climate change with the same seriousness as the prevailing scientific evidence. Furthermore, the loss of Trump as an ally may tip the balance regarding policy change in more environmentally ambivalent nations. For example, the need to build a working relationship with President Biden has been cited as one of Boris Johnson’s key motivations for introducing the sweeping ‘Ten Step Plan to a Green Industrial Revolution.’ However, we should be wary of assuming that environmental scepticism will fade away once Trump has passed through a more-or-less peaceful transfer of power. To begin with, he is not the only environmental sceptic to occupy a position of political leadership. The global environment still has Australia’s Scott Morrison (protector of his country’s coal industry moreso than of their island neighbours), Brazil’s Jair Bolsonaro (he who denies the existence of forest fires in the Amazon) and Poland’s Andrzej Duda to contend with, to name the most vocal. It is also worth remembering the associations which have built up between environmental scepticism and right-wing populism in the past few years. It remains to be seen how strong the connection between the two ideologies is: divergence would be possible, but so would a continued convergence. While Trump’s electoral loss could represent the beginning of the end for this variety of populism, it could also merely represent Trump’s own failures and leave the door open for a more personally competent candidate of a similar political ilk. The resentments which fuelled pro-Trump sentiment in 2016 are real, including the perception that environmentalism is a danger to ‘rust belt’ livelihoods. The liberal humanitarian iteration of environmental scepticism may also return to the fore. Bjørn Lomborg, the usual public face of this form of scepticism, was positing the respective fights against climate change and pandemics as opponents for scarce resources before the advent of coronavirus; we may yet see a resurgence of this narrative, aimed at the ‘green’ elements of many recovery packages. In the past year, Lomborg has been joined on this ideological stage by Michael Shellenberger, a former environmental activist who is keen to apologise for ‘crying wolf’ on climate change. Shellenberger is the founder of a thinktank named ‘Environmental Progress’, whose London office is fronted by former Extinction Rebellion activist Zion Light. It is feasible that, if the association with leaders such as Trump begins to fade, this more moderate form of bounded environmental scepticism—with some pro-environmental tendencies and a level of scientific awareness—will gain prominence and be more difficult to challenge. In short, the future trajectory of environmental scepticism is currently difficult to predict due to the sheer range of possible variables in play. It will be interesting to see the prevailing form it takes when the dust settles from the US election, and consequently where it will fit in the wider discourse on tackling environmental issues. [1] Jane Suiter, ‘Post-truth Politics’, Political Insight 7(3) (2016), 25–7. [2] See Naomi Klein, This Changes Everything: Capitalism vs. the Climate (London: Allen Lane, 2014) for a more detailed picture of this strand. [3] Speech at Countryfile Live, 2018. |
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